Private Wealth Reserve is a dynamic wealth management partner and holistic financial planner guiding you through the complexities of your financial life.
A private wealth experience.
Private Wealth Reserve is a team-led group for ultra-high net worth clients, your proactive advocate helping protect your wealth for generations to come. It’s even illustrated in our logo’s shield and six laurel leaves, symbolizing strength, protection and our story of six generations of family leadership at FNBO.
You deserve the best.
At Private Wealth Reserve, you'll find an elite level of service, and ongoing conversation and a proactive, diligent structure around your portfolio. We operate with a long term view, a priority on relationships, and a robust wealth management experience you'll be proud to have on your side.
Estate Planning
Financial Planning
Retirement Planning
Family Office
Portfolio Management
Trust & Lending Services*
Experience and expertise united behind your financial well-being.
Working with any of our private wealth advisors means you're working with our entire team. We leverage our collective experience and expertise to help ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best.
Stacy Auman, CFA
Private Wealth Advisor
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Tony Essay, JD, CTFA
Private Wealth Advisor
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Charles Grant, CFA, CWS®
Private Wealth Advisor
205 West Oak St, 4th FL
Fort Collins, CO 80521
Todd Silliman, CTFA
Private Wealth Advisor
205 West Oak St, 4th FL
Fort Collins, CO 80521
Michelle Smithberg, CFP®, CWS®
Private Wealth Advisor
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Craig Sall, CFA
Senior Managing Director
Wealth Management
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
Laura O'Connor
Director
Wealth Management
14010 FNB Pkwy, Suite 200
Omaha, NE 68154
A personal approach.
We offer holistic service, support and guidance to help meet your goals and protect your legacy.
Managing wealth demands skill, an eye toward the future, and vigilance in today's global economy. We work with you, your attorneys and accountants to help ensure that your wealth endures.
Dynamic thinking.
Preserving your wealth for your family is vital and requires a customized approach curated to your needs.
We know that best-fit investment ideas come from collaborating and genuinely getting to know you. As advocates of your portfolio, we work closely with you so we can develop hand-selected financial strategies.
Guidance for every stage.
Ours is a singular, tried and true process designed to help uncover your wishes, wants and needs and create a comprehensive plan to help make it a reality. No detail is overlooked through discovery, strategy, execution, and beyond.
A complex financial life requires a structured plan for success.
Let's connect and uncover the possibilities.
Copyright 2022 Private Wealth Reserve.
All Rights Reserved.
14010 FNB Parkway, Suite #200
Omaha, Nebraska 68197
Private Wealth Reserve Form CRS, ADV Part 1, ADV Part 2A an Privacy Notice are available under the Resources tab.
First National Advisers, LLC (“FNA”) d/b/a Private Wealth Reserve, is an SEC registered investment adviser and wholly owned subsidiary of First National Bank of Omaha (“FNBO”) headquartered in Omaha, NE. Investment advisory services offered through Private Wealth Reserve. FNBO is not a registered investment adviser. Private Wealth Reserve and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers. Current SEC filings can be found at www.adviserinfo.sec.gov. Private Wealth Reserve does not make any representations or warranties as to the accuracy or timeliness of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein.
Past performance does not guarantee future results. Private Wealth Reserve does not provide legal or tax advice.
Investment Products: Are Not FDIC Insured • May Go Down in Value • Are Not a Deposit • Are Not Bank Guaranteed • Are Not Insured by any Federal Government Agency
Private Wealth Reserve and Raymond James are unaffiliated entities. Private Wealth Reserve and eMoney are unaffiliated entities. FNBO is not a registered investment adviser or broker-dealer and is also not affiliated with Raymond James.
*Trust services are provided by First National Bank of Omaha.
*Lending products and related services are provided by First National Bank of Omaha. Member FDIC